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oaks, pa
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2 days ago

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oaks, pa

Job Description

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At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. The SEI Wealth Management Front Office Solutions team has an immediate opening for a Product Manager of the Investor Experience. This individual will be responsible for building and supporting the digital experience for investors of Banks, Trust Companies, RIAs and independent broker-dealer advisors. Additionally, this individual will serve as a subject matter expert and will be responsible for defining new service offerings, managing solution roadmaps, and supporting unit initiatives. The position will interact with prospects and clients, Sales Teams, SPTC Middle & Back Office teams, vendors, and internal/external Technical Development teams. What you'll do: * Define the user problems, perform market analysis, set requirements for development and be responsible for executing unit initiatives * Work with key stakeholders to define product strategy, go-to market planning, and strategic solution offers * Define the solution requirements to support the client experience and deliver client satisfaction * Coordinate technical product development, release to production and launch to client base * Drive solution strategy, interact with sales, development, and product marketing to define these requirements, and direct interaction with engineering and operations on product development * Enable collaboration between internal/external stakeholders to proactively and effectively move agendas * Set expectations and manage outcomes through extensive project management * Define positioning of product vs. competitive offerings * Pricing analysis of products * Work within an agile framework to make product enhancements, launch new products and realize product-market fit What you bring to the table: * BA/BS degree in related field; or the equivalent in education and work experience * A minimum of 3 years industry related experience * Experience with wealth management and asset management distribution * Proven ability to manage multiple agendas and achieve results * Experience in technical product management * Proven leadership ability * Business writing skills * Excellent communication and presentation skills Attributes we value: * Ability to make strategic decisions using data and sound judgement * Positive attitude and intellectual curiosity * Organizational and analytical skills * Customer service and client management experience SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

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